Reports


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Date

Report Title
07/27/10 2010 HONG KONG CONFERENCE REVIEW
07/08/10 QUESTIONS: REAL vs NOMINAL ADJUSTMENT
06/29/10 MANAGER FAV TRADES FOR 2010 Q3
06/21/10 QUESTIONS: CNY, EUROPE & TURNING POINTS
06/15/10 QUESTIONS: TREND CHANGE?
06/08/10 GUEST PIECE: USD/CNY APPRECIATION?
06/03/10 ECB, EURO SPREADS & EURO/YEN
05/25/10 QUESTIONS: EURO CRISIS, USD & LIBOR
05/24/10 SNB, US U-CLAIMS & LIBOR
05/17/10 GUEST PIECE: KENT JANER MONTHLY
05/13/10 QUESTIONS: DOUBLE TROUBLE OR HEALING
05/10/10 ECB QUASI- QE & VERY FRONT ENDS
05/06/10 STERLING & THE AUSSIE
05/03/10 GUEST PIECE: PHYSICAL GOLD
04/28/10 2010 SM CONFERENCE REVIEW
04/15/10 VIEWS: DEBT, DEFLATION & INFLATION
04/13/10 THE EURO, USD & SFr
04/08/10 VIEWS: MORE ON Q2 FAV TRADES
04/05/10 MGR FAVORITE TRADES FOR Q2 2010
03/30/10 YIELDS AND CREDIT SPREADS
03/25/10 QUESTIONS: COPPER, GOLD & CHINA
03/23/10 THE EURO, USD & STERLING
03/18/10 VIEWS: GREECE AND EURO IDEAS
03/15/10 QUESTIONS: RATES, RISK & FIAT CURRENCIES
03/11/10 GUEST PIECE: A DURABLE US RECOVERY
03/08/10 GUEST PIECE: DAWN OF AUSTERITY
03/04/10 GUEST PIECE: A DEFLATIONARY BIAS?
03/01/10 RATE EXPECATIONS & S AFRICA
02/25/10 VIEWS: FERGUSON THESIS; HKD RATES
02/22/10 USD LAGGARDS & US RATES
02/11/10 QUESTIONS: US GROWTH & FISCAL CRISIS
02/08/10 THE USD FORWARD OUTRIGHT
02/02/10 QUESTIONS: RECOVERY, USD & BUNDS
01/28/10 DISCOUNT RATE HIKE?
01/27/10 GUEST PIECE: IMPLAUSABLY SYNCHRONIZED
01/25/10 CONFIDENCE, BONDS & COPPER
01/19/10 QUESTIONS: INVOLUNTARY AUSTERITY
01/18/10 GUEST RESEARCH - JIM LEITNER CHAPTER
01/12/10 RECOVERY POSTPONED & EMG
01/07/10 QUESTIONS: CHINA PEG
01/05/10 SOME INTIAL THOUGHTS